rdmsandClaude Opus 5.5
4458300f43
Neues static/sort.js sortiert Tabellen clientseitig per Klick auf den Spaltenkopf (⇅/▲/▼): Datum TT.MM.JJJJ, deutsche Zahlen/Beträge, sonst Text (Intl.Collator 'de'). Sortierwert optional per td[data-sort] (Punkt-Dezimal/ISO) überschreibbar, th[data-nosort] bekommt keinen Button, table[data-sort-mode="server"] wird übersprungen (Buchungen sortiert serverseitig, folgt in Task 5). Bearbeiten-/Tilgungsplan- Zeilen (tr[data-sort-follow]) wandern mit ihrer Vorzeile mit. Initialisierung über htmx.onLoad, greift auch bei nachgeladenen Fragmenten. Templates entsprechend annotiert (Planung, Szenarien, Admin, Index, Salden, Import-Liste, Buchungen); Salden-Gesamtzeile dafür in ein tfoot verschoben. test_gui.py::test_gui_zeigt_deutsche_betragsformate angepasst, da das neue machinenlesbare data-sort-Attribut bewusst Punkt-Dezimal führt (Interface-Konvention) - die Prüfung auf deutsches Format im sichtbaren Text bleibt bestehen. JS-Unit-/DOM-Tests unter tests/js (node --test, DOM-Teil optional via jsdom), pytest-Wrapper skip ohne node (Fable-Gate führt sie per Podman aus). Suite: 248 passed, 3 skipped (vorher 242/2). Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
302 lines
15 KiB
HTML
302 lines
15 KiB
HTML
{% extends "base.html" %}
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{% block title %}Szenarien – Finanzberatung{% endblock %}
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{% block content %}
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<h1>Szenarien</h1>
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<section class="planning-section">
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{% for row in scenario_rows %}
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{% set sc = row.scenario %}
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<fieldset>
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<legend>{{ sc.name }}</legend>
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<p id="sc-row-{{ sc.id }}">
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{{ sc.description }}
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· Wiederkehrende Posten: {{ 'ja' if sc.include_recurring else 'nein' }}
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· Einmalposten: {{ 'ja' if sc.include_planned else 'nein' }}
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<button type="button" onclick="toggleEdit('sc', {{ sc.id }}, true)">Bearbeiten</button>
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<button type="button" hx-delete="/api/scenarios/{{ sc.id }}" hx-swap="none"
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hx-confirm="Szenario „{{ sc.name }}“ mit allen Einträgen wirklich löschen?"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">Löschen</button>
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</p>
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<div id="sc-edit-{{ sc.id }}" hidden>
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<form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}" hx-swap="none"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<label>Name <input type="text" name="name" value="{{ sc.name }}" required></label>
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<label>Beschreibung <input type="text" name="description" value="{{ sc.description }}"></label>
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<label><input type="checkbox" name="include_recurring" data-type="bool" {% if sc.include_recurring %}checked{% endif %}> Wiederkehrende Posten einschließen</label>
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<label><input type="checkbox" name="include_planned" data-type="bool" {% if sc.include_planned %}checked{% endif %}> Einmalposten einschließen</label>
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<button type="submit">Speichern</button>
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<button type="button" onclick="toggleEdit('sc', {{ sc.id }}, false)">Abbrechen</button>
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</form>
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</div>
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<details>
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<summary>Kredite zuordnen</summary>
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{% for l in loans %}
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<label class="inline-form">
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<input type="checkbox" {% if l.id in row.assigned_loan_ids %}checked{% endif %}
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onchange="toggleScenarioLoan({{ sc.id }}, {{ l.id }}, this.checked, this)">
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{{ l.name }}
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</label>
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{% else %}
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<p>Keine Kredite vorhanden.</p>
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{% endfor %}
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</details>
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<h3>Einträge</h3>
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<table>
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<thead>
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<tr><th>Was</th><th>Art</th><th>Wert/Betrag</th><th>Datum</th><th></th></tr>
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</thead>
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<tbody>
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{% for m in row.modifiers %}
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<tr id="mod-row-{{ m.id }}">
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<td>
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{% if m.target_type == "category" %}Kategorie: {{ category_names.get(m.target_id, m.target_id) }}
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{% else %}Posten: {{ recurring_names.get(m.target_id, m.target_id) }}{% endif %}
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</td>
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<td>{{ m.kind|de_label }}</td>
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<td>{% if m.kind in ('percent', 'absolute') %}{{ m.value|eur }}{% else %}–{% endif %}</td>
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<td>{% if m.kind == 'ende' %}{{ m.end_date.strftime('%d.%m.%Y') if m.end_date else '–' }}{% else %}–{% endif %}</td>
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<td>
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<button type="button" onclick="toggleEdit('mod', {{ m.id }}, true)">Bearbeiten</button>
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<form class="inline-form" hx-delete="/api/scenarios/{{ sc.id }}/modifiers/{{ m.id }}" hx-swap="none"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<button type="submit">Löschen</button>
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</form>
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</td>
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</tr>
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<tr id="mod-edit-{{ m.id }}" hidden data-sort-follow>
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<td colspan="5">
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<form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}/modifiers/{{ m.id }}" hx-swap="none"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<label>Ziel-Typ
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<select name="target_type" data-type="str" onchange="onModTargetTypeChange(this)">
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<option value="category" {% if m.target_type == 'category' %}selected{% endif %}>Kategorie</option>
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<option value="recurring" {% if m.target_type == 'recurring' %}selected{% endif %}>Wiederkehrender Posten</option>
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</select>
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</label>
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<span class="mod-target-category" {% if m.target_type != 'category' %}style="display:none"{% endif %}>
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<label>Kategorie
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<select name="target_id" data-type="int" {% if m.target_type != 'category' %}disabled{% endif %}>
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{% for c in categories %}<option value="{{ c.id }}" {% if m.target_type == 'category' and c.id == m.target_id %}selected{% endif %}>{{ c.name }}</option>{% endfor %}
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</select>
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</label>
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</span>
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<span class="mod-target-recurring" {% if m.target_type != 'recurring' %}style="display:none"{% endif %}>
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<label>Posten
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<select name="target_id" data-type="int" {% if m.target_type != 'recurring' %}disabled{% endif %}>
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{% for r in recurring %}<option value="{{ r.id }}" {% if m.target_type == 'recurring' and r.id == m.target_id %}selected{% endif %}>{{ r.name }}</option>{% endfor %}
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</select>
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</label>
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</span>
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<label>Art
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<select name="kind" data-type="str" onchange="onEntryArtChange(this)">
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{% for k in modifier_kinds %}<option value="{{ k }}" {% if k == m.kind %}selected{% endif %}>{{ k|de_label }}</option>{% endfor %}
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</select>
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</label>
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<label>Wert <input type="text" name="value" data-type="amount" value="{{ m.value|eur }}" {% if m.kind not in ('percent', 'absolute') %}disabled{% endif %}></label>
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<label>Endet am <input type="date" name="end_date" value="{{ m.end_date.isoformat() if m.end_date else '' }}" {% if m.kind != 'ende' %}disabled{% endif %}></label>
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<button type="submit">Speichern</button>
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<button type="button" onclick="toggleEdit('mod', {{ m.id }}, false)">Abbrechen</button>
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</form>
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</td>
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</tr>
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{% endfor %}
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{% for sp in row.planned_items %}
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<tr id="spi-row-{{ sp.id }}">
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<td>{{ sp.name }}</td>
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<td>Einmalzahlung</td>
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<td class="{{ 'neg' if sp.amount < 0 else '' }}">{{ sp.amount|eur }} €</td>
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<td>{{ sp.due.strftime('%d.%m.%Y') }}</td>
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<td>
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<button type="button" onclick="toggleEdit('spi', {{ sp.id }}, true)">Bearbeiten</button>
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<form class="inline-form" hx-delete="/api/scenarios/{{ sc.id }}/planned/{{ sp.id }}" hx-swap="none"
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hx-confirm="„{{ sp.name }}“ wirklich löschen?"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<button type="submit">Löschen</button>
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</form>
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</td>
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</tr>
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<tr id="spi-edit-{{ sp.id }}" hidden data-sort-follow>
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<td colspan="5">
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<form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}/planned/{{ sp.id }}" hx-swap="none"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<label>Name <input type="text" name="name" value="{{ sp.name }}" required></label>
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<label>Betrag <input type="text" name="amount" data-type="amount" value="{{ sp.amount|eur }}" required></label>
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<label>Fällig am <input type="date" name="due" value="{{ sp.due.isoformat() }}" required></label>
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<button type="submit">Speichern</button>
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<button type="button" onclick="toggleEdit('spi', {{ sp.id }}, false)">Abbrechen</button>
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</form>
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</td>
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</tr>
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{% endfor %}
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{% if not row.modifiers and not row.planned_items %}
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<tr><td colspan="5">Keine Einträge.</td></tr>
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{% endif %}
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</tbody>
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</table>
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<h4>Neuer Eintrag</h4>
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<form class="entry-form" hx-ext="json-form" hx-post="/api/scenarios/{{ sc.id }}/modifiers" hx-swap="none"
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data-modifiers-url="/api/scenarios/{{ sc.id }}/modifiers"
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data-planned-url="/api/scenarios/{{ sc.id }}/planned"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<div class="entry-art">
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<label>Eintragsart
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<select name="kind" data-type="str" onchange="onEntryArtChange(this)">
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{% for k in modifier_kinds %}<option value="{{ k }}">{{ k|de_label }}</option>{% endfor %}
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<option value="einmal">Einmalzahlung</option>
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</select>
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</label>
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<span class="muted">— die zur Art passenden Felder werden aktiv, gesperrte Felder sind ausgegraut.</span>
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</div>
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<label>Ziel-Typ
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<select name="target_type" data-type="str" onchange="onModTargetTypeChange(this)">
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<option value="category">Kategorie</option>
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<option value="recurring">Wiederkehrender Posten</option>
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</select>
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</label>
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<span class="mod-target-category">
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<label>Kategorie
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<select name="target_id" data-type="int">
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{% for c in categories %}<option value="{{ c.id }}">{{ c.name }}</option>{% endfor %}
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</select>
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</label>
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</span>
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<span class="mod-target-recurring" style="display:none">
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<label>Posten
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<select name="target_id" data-type="int" disabled title="Für diese Eintragsart nicht relevant">
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{% for r in recurring %}<option value="{{ r.id }}">{{ r.name }}</option>{% endfor %}
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</select>
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</label>
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</span>
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<label><span class="value-label">Prozentsatz (%)</span> <input type="text" name="value" data-type="amount" value="0"></label>
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<label>Endet am <input type="date" name="end_date" disabled title="Für diese Eintragsart nicht relevant"></label>
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<label>Name <input type="text" name="name" disabled title="Für diese Eintragsart nicht relevant"></label>
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<label>Betrag <input type="text" name="amount" data-type="amount" placeholder="5000,00" disabled title="Für diese Eintragsart nicht relevant"></label>
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<label>Fällig am <input type="date" name="due" disabled title="Für diese Eintragsart nicht relevant"></label>
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<button type="submit">Hinzufügen</button>
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</form>
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<hr>
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<div class="project-block">
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<form hx-post="/api/scenarios/{{ sc.id }}/project" hx-swap="none"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<button type="submit">Durchrechnen</button>
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</form>
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</div>
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{% if row.result %}
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<p>
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Tiefpunkt: {{ row.result.low_point_balance|eur }} € am {{ row.result.low_point_date.strftime('%d.%m.%Y') }}<br>
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{% if row.result.below_zero_date %}Unterschreitet 0 € ab {{ row.result.below_zero_date.strftime('%d.%m.%Y') }}<br>{% endif %}
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{% if row.result.below_threshold_date %}Unterschreitet Warnschwelle ab {{ row.result.below_threshold_date.strftime('%d.%m.%Y') }}<br>{% endif %}
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Kurven in <a href="{{ grafana_public_base(request) }}" target="_blank" rel="noopener">Grafana</a> ansehen.
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</p>
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{% else %}
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<p>Noch nicht durchgerechnet.</p>
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{% endif %}
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</fieldset>
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{% else %}
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<p>Noch keine Szenarien.</p>
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{% endfor %}
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<fieldset>
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<legend>Neues Szenario anlegen</legend>
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<form hx-ext="json-form" hx-post="/api/scenarios" hx-swap="none"
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hx-on::after-request="if(event.detail.successful){window.location.reload()}">
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<label>Name <input type="text" name="name" required></label>
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<label>Beschreibung <input type="text" name="description"></label>
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<label><input type="checkbox" name="include_recurring" data-type="bool" checked> Wiederkehrende Posten einschließen</label>
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<label><input type="checkbox" name="include_planned" data-type="bool" checked> Einmalposten einschließen</label>
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<button type="submit">Szenario anlegen</button>
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</form>
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</fieldset>
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</section>
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<script>
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function onModTargetTypeChange(select) {
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var form = select.closest('form');
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var catSpan = form.querySelector('.mod-target-category');
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var recSpan = form.querySelector('.mod-target-recurring');
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var catSelect = catSpan.querySelector('select');
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var recSelect = recSpan.querySelector('select');
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var isCategory = select.value === 'category';
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catSpan.style.display = isCategory ? '' : 'none';
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recSpan.style.display = isCategory ? 'none' : '';
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catSelect.disabled = !isCategory;
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if (catSelect.disabled) { catSelect.title = 'Für diese Eintragsart nicht relevant'; }
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else { catSelect.removeAttribute('title'); }
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recSelect.disabled = isCategory;
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if (recSelect.disabled) { recSelect.title = 'Für diese Eintragsart nicht relevant'; }
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else { recSelect.removeAttribute('title'); }
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}
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function onEntryArtChange(select) {
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// Umschaltmatrix "Neuer Eintrag"/Modifikator-Edit: Felder nur per
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// disabled schalten (UX-Regel). Fehlt ein Feld (Edit-Formulare haben
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// kein name/amount/due), wird es uebersprungen.
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var form = select.closest('form');
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var art = select.value;
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var isMod = art !== 'einmal';
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function setDisabled(name, disabled) {
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var el = form.querySelector('[name="' + name + '"]');
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if (el) {
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el.disabled = disabled;
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if (disabled) { el.title = 'Für diese Eintragsart nicht relevant'; }
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else { el.removeAttribute('title'); }
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}
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}
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setDisabled('value', !(art === 'percent' || art === 'absolute'));
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var valueLabel = form.querySelector('.value-label');
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if (valueLabel) {
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valueLabel.textContent = art === 'percent' ? 'Prozentsatz (%)'
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: art === 'absolute' ? 'Kürzung (€)' : 'Wert';
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}
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setDisabled('end_date', art !== 'ende');
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setDisabled('name', isMod);
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setDisabled('amount', isMod);
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setDisabled('due', isMod);
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var typeSelect = form.querySelector('[name="target_type"]');
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if (typeSelect) {
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typeSelect.disabled = !isMod;
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if (!isMod) { typeSelect.title = 'Für diese Eintragsart nicht relevant'; }
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else { typeSelect.removeAttribute('title'); }
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var isCategory = typeSelect.value === 'category';
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var catSelect = form.querySelector('.mod-target-category select');
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var recSelect = form.querySelector('.mod-target-recurring select');
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if (catSelect) {
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catSelect.disabled = !isMod || !isCategory;
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if (catSelect.disabled) { catSelect.title = 'Für diese Eintragsart nicht relevant'; }
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else { catSelect.removeAttribute('title'); }
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}
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if (recSelect) {
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recSelect.disabled = !isMod || isCategory;
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if (recSelect.disabled) { recSelect.title = 'Für diese Eintragsart nicht relevant'; }
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else { recSelect.removeAttribute('title'); }
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}
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}
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// POST-Ziel nur beim Anlege-Formular wechseln (Edit-Formulare patchen fix).
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if (form.hasAttribute('data-planned-url')) {
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form.setAttribute('hx-post', isMod ? form.getAttribute('data-modifiers-url')
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: form.getAttribute('data-planned-url'));
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htmx.process(form);
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}
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}
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function toggleScenarioLoan(scenarioId, loanId, checked, checkbox) {
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fetch('/api/scenarios/' + scenarioId + '/loans/' + loanId, { method: checked ? 'POST' : 'DELETE' })
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.then(function (resp) {
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if (!resp.ok) {
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throw new Error('HTTP ' + resp.status);
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}
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window.location.reload();
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})
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.catch(function (err) {
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checkbox.checked = !checked;
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alert('Zuordnung fehlgeschlagen: ' + err.message);
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});
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}
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</script>
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{% endblock %}
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